Private Portfolio Partners LLC Incresed Positions in Q4 2024

Private Portfolio Partners LLC

  • $538 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.18K
+ 1.03%
$378.79 - $428.11 $445K - $503K
115K $47.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32.4K
+ 12.54%
$49.79 - $51.14 $1.62M - $1.66M
291K $14.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
662
+ 0.9%
$264.18 - $304.19 $175K - $201K
73.9K $20.7M
AAPL
Apple Inc.

Technology
335
+ 0.61%
$221.69 - $259.02 $74.3K - $86.8K
55.7K $13.9M
AMZN
Amazon Com Inc

Consumer Cyclical
440
+ 2.14%
$180.88 - $232.93 $79.6K - $102K
21K $4.61M
NVDA
Nvidia Corp

Technology
525
+ 1.02%
$117.0 - $148.88 $61.4K - $78.2K
52.2K $7.01M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.32K
+ 4.21%
$91.29 - $91.8 $668K - $672K
181K $16.6M
MRK
Merck & Co., Inc.

Healthcare
5.79K
+ 126.64%
$96.31 - $114.76 $558K - $664K
10.4K $1.03M
IONQ
Ion Q, Inc.

Technology
2.03K
+ 16.76%
$8.17 - $48.24 $16.6K - $97.9K
14.1K $590K
AVGO
Broadcom Inc.

Technology
437
+ 8.05%
$159.67 - $250.0 $69.8K - $109K
5.86K $1.36M
PFE
Pfizer Inc

Healthcare
17.9K
+ 57.83%
$24.8 - $30.19 $444K - $541K
48.9K $1.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
130
+ 0.95%
$481.22 - $538.17 $62.6K - $70K
13.8K $7.03M
IGV
Ishares Expanded Tech Software

ETFs
3.48K
+ 146.4%
$87.5 - $110.17 $304K - $383K
5.85K $585K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
33.7K
+ 56.66%
$15.0 - $17.55 $505K - $591K
93.1K $1.41M
TSLA
Tesla, Inc.

Consumer Cyclical
209
+ 11.27%
$213.65 - $479.86 $44.7K - $100K
2.06K $833K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.03K
+ 27.65%
$174.22 - $187.62 $354K - $381K
9.38K $1.64M
VGT
Vanguard Information Technolog

ETFs
131
+ 2.09%
$571.78 - $647.97 $74.9K - $84.9K
6.39K $3.97M
JPM
Jpmorgan Chase & CO

Financial Services
212
+ 2.49%
$205.18 - $250.29 $43.5K - $53.1K
8.72K $2.09M
AB
Alliancebernstein Holding L.P.

Financial Services
6.61K
+ 56.25%
$34.59 - $38.68 $229K - $256K
18.4K $680K
SPH
Suburban Propane Partners LP

Utilities
13.1K
+ 85.43%
$17.0 - $19.85 $222K - $259K
28.4K $487K
FTSL
First Trust Senior Ln Fund

ETFs
3.85K
+ 8.33%
$45.9 - $46.48 $177K - $179K
50.1K $2.31M
MS
Morgan Stanley

Financial Services
46
+ 0.53%
$104.42 - $134.99 $4.8K - $6.21K
8.71K $1.1M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.23K
+ 77.51%
$138.59 - $156.61 $171K - $193K
2.83K $427K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.84K
+ 17.81%
$65.67 - $69.79 $186K - $198K
18.8K $1.26M
IVV
Ishares Core S&P 500 ETF

ETFs
199
+ 3.56%
$570.51 - $610.59 $114K - $122K
5.79K $3.41M
WMB
Williams Companies, Inc.

Energy
2.09K
+ 28.02%
$46.37 - $59.74 $96.7K - $125K
9.53K $515K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.17K
+ 19.0%
$98.47 - $109.35 $214K - $238K
13.6K $1.34M
SPYG
Spdr Portfolio

ETFs
307
+ 1.24%
$81.74 - $91.38 $25.1K - $28.1K
25.1K $2.2M
WFC
Wells Fargo & Company

Financial Services
5
+ 0.05%
$54.98 - $77.35 $275 - $387
10.6K $741K
CRWD
Crowd Strike Holdings, Inc.

Technology
248
+ 29.99%
$275.15 - $388.2 $68.2K - $96.3K
1.08K $367K
CE
Celanese Corp

Basic Materials
3.65K
+ 206.86%
$67.03 - $136.68 $244K - $498K
5.41K $374K
AXON
Axon Enterprise, Inc.

Industrials
2
+ 0.29%
$399.22 - $689.78 $798 - $1.38K
680 $404K
VTI
Vanguard Total Stock Market Et

ETFs
165
+ 1.37%
$280.04 - $302.45 $46.2K - $49.9K
12.2K $3.55M
CRM
Salesforce, Inc.

Technology
69
+ 4.26%
$270.87 - $367.87 $18.7K - $25.4K
1.69K $564K
IEMG
Ishares Inc

ETFs
2.22K
+ 10.42%
N/A
23.6K $1.26M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.76K
+ 58.56%
$71.75 - $75.11 $126K - $132K
4.76K $342K
DELL
Dell Technologies Inc.

Technology
1.03K
+ 50.57%
$111.96 - $144.21 $115K - $148K
3.05K $351K
CVX
Chevron Corp

Energy
1.04K
+ 6.33%
$141.15 - $162.53 $147K - $169K
17.5K $2.54M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
357
+ 1.74%
$58.39 - $67.04 $20.8K - $23.9K
20.9K $1.33M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.71K
+ 42.68%
$50.06 - $55.0 $136K - $149K
9.05K $454K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.53K
+ 22.35%
$77.02 - $78.58 $117K - $120K
8.35K $645K
NOW
Service Now, Inc.

Technology
22
+ 4.37%
$867.18 - $1148.42 $19.1K - $25.3K
525 $556K
XLK
Technology Sector Spdr

ETFs
145
+ 1.45%
$220.26 - $241.44 $31.9K - $35K
10.2K $2.36M
WMT
Walmart Inc.

Consumer Defensive
15
+ 0.15%
$79.1 - $95.7 $1.19K - $1.44K
10.2K $924K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.05K
+ 29.06%
$29.73 - $30.81 $90.6K - $93.9K
13.5K $412K
VB
Vanguard Small Cap ETF

ETFs
74
+ 0.28%
$233.76 - $261.58 $17.3K - $19.4K
26.7K $6.42M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
93.1K
+ 202.15%
$22.01 - $66.82 $2.05M - $6.22M
139K $3.16M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4K
+ 28.17%
$25.06 - $25.59 $100K - $102K
18.2K $458K
ISRG
Intuitive Surgical Inc

Healthcare
82
+ 4.86%
$471.27 - $550.62 $38.6K - $45.2K
1.77K $923K
Activity Summary
Buys All Purchases 186 New Holdings 10 Increased Positions 176 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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